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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,160 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,832 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,821 | $54,193+172.8% | $93,669+57.8% | $77,714+90.2% |
| Participation rate | 90.6% | 63.9%+26.7pp | 68.7%+21.9pp | 70.6%+20.0pp |
| Annual return | 23.99% | 30.54%-6.6pp | 133.59%-109.6pp | 31.26%-7.3pp |
| Employer contribution / active EE | $5,385 | $1,168+361.0% | $2,424+122.2% | $2,727+97.5% |
| Participant deferral / active EE | $4,465 | $3,144+42.0% | $4,416+1.1% | $4,649-4.0% |
| Admin fee / account holder | $130 | $576-77.4% | $8,291-98.4% | $433-69.9% |